See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,118 | $49,173+6.0% | $121,098-57.0% | $75,163-30.7% |
| Participation rate | 42.4% | 55.4%-13.0pp | 69.5%-27.1pp | 67.2%-24.8pp |
| Annual return | 13.57% | 55.99%-42.4pp | 985.75%-972.2pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,345 | $1,546-13.0% | $4,164-67.7% | $2,670-49.6% |
| Participant deferral / active EE | $3,075 | $2,628+17.0% | $4,080-24.6% | $4,125-25.5% |
| Admin fee / account holder | $1,220 | $3,942-69.1% | $5,644-78.4% | $5,651-78.4% |